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WhiteOak Capital Large Cap Fund Regular Plan Growth

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Category: Equity: Large Cap
Launch Date: 01-12-2022
Asset Class:
Benchmark: BSE 100 TRI
Expense Ratio: 2.18% As on (31-07-2025)
Status: Open Ended Schemes
Minimum Investment: 500.0
Minimum Topup: 500.0
Total Assets: 990.54 Cr As on (31-07-2025)
Turn over: 150
NAV as on 14-08-2025

14.671

0.03 (0.1977%)

CAGR Since Inception

15.51%

BSE 100 TRI 16.95%

PERFORMANCE of WhiteOak Capital Large Cap Fund Regular Plan Growth
Scheme Performance (%) Data as on - 14-08-2025
1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
WhiteOak Capital Large Cap Fund Regular Plan Growth 5.3 - - - 15.51
Benchmark - - - - -
Equity: Large Cap 1.32 14.05 18.18 11.59 13.35
Yearly Performance (%)
NAV Movement
Fund Managers

Ramesh Mantri

Investment Objective

To provide long-term capital appreciation/income by investing predominantly in and managing a diversified portfolio of Large-Cap stocks. There is no assurance that the investment objective of the Scheme will be achieved.

RETURNS CALCULATOR for WhiteOak Capital Large Cap Fund Regular Plan Growth
Growth of 10000 In SIP (Fund vs Benchmark)
Amount :
Period :
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End :
Growth of 10000 In LUMPSUM (Fund vs Benchmark)
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Key Performance and Risk Statistics of WhiteOak Capital Large Cap Fund Regular Plan Growth
Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
WhiteOak Capital Large Cap Fund Regular Plan Growth - - - - - -
Equity: Large Cap - - - - - -
PEER COMPARISION
Scheme Name Launch
Date		 1-Year
Ret (%)		 2-Yrs
Ret (%)		 3-Yrs
Ret (%)		 5-Yrs
Ret (%)		 10-Yrs
Ret (%)
WhiteOak Capital Large Cap Fund Regular Plan Growth 01-12-2022 5.3 19.08 0.0 0.0 0.0
Motilal Oswal Large Cap Regular Plan Growth 06-02-2024 13.91 0.0 0.0 0.0 0.0
Nippon India Large Cap Fund- Growth Plan -Growth Option 08-08-2007 4.53 18.71 19.14 24.11 13.63
CANARA ROBECO LARGE CAP FUND - REGULAR PLAN - GROWTH OPTION 05-08-2010 4.17 16.88 14.81 18.11 12.99
ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) - Growth 05-05-2008 4.03 19.2 17.73 21.64 13.69
DSP Large Cap Fund - Regular Plan - Growth 05-03-2003 3.9 18.35 17.18 18.76 10.98
Franklin India Large Cap Fund-Growth 01-12-1993 3.85 15.77 13.39 19.04 10.6
Mirae Asset Large Cap Fund - Growth Plan 01-04-2008 3.48 13.56 12.19 16.99 12.59
SBI Large Cap FUND-REGULAR PLAN GROWTH 01-02-2006 3.34 13.84 13.68 18.72 11.94
BANDHAN Large Cap Fund - Regular Plan - Growth 09-06-2006 2.92 18.16 15.32 18.03 12.05
PORTFOLIO ANALYSIS of WhiteOak Capital Large Cap Fund Regular Plan Growth

Portfolio as on